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Sargent Bickham Lagudis’s Smartbird Inc BIRD Stock Holding History

Sargent Bickham Lagudis’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$1.21K Hold
25
– – ﹤0.01% 953
2022
Q3 		$2K Hold
25
– – ﹤0.01% 871
2022
Q2 		$2K Hold
25
– – ﹤0.01% 900
2022
Q1 		$3K Hold
25
– – ﹤0.01% 838
2021
Q4 		$8K Buy
+25
New +$9.36K ﹤0.01% 739

Other funds holding BIRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sargent Bickham Lagudis's BIRD Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Smartbird Inc (BIRD) position steady in Q4 2022 at 25 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Sargent Bickham Lagudis first reported a position in BIRD in Q4 2021 and has held it in 5 quarters since. The position peaked at $8K in Q4 2021. 152 funds tracked by Wall St. Rank hold BIRD as of Q4 2022.

  • Sargent Bickham Lagudis held 25 shares of Smartbird Inc worth $1.21K as of Q4 2022.
  • Sargent Bickham Lagudis left its Smartbird Inc share count unchanged in Q4 2022.
  • Smartbird Inc made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #953 holding.
  • Sargent Bickham Lagudis first reported a position in Smartbird Inc in Q4 2021 and has held it in 5 quarters since.
  • Sargent Bickham Lagudis's Smartbird Inc position peaked at $8K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held Smartbird Inc as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.